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To: rupert1 who wrote (35222)	10/22/1998 2:51:00 PM
From: John Koligman	Read Replies (1) \| Respond to of 97611

Off topic - Thanks again Victor. I was not aware of the cash situation. LSI has a nice balance sheet also, but when these stocks are out of favor it does not seem to matter whether they make money, have a strong balance sheet, etc. I tend to agree we are at or near bottom (unless one believes the semi industry is undergoing structural, long term decline, I sure can't see this). I also think these stocks will move strongly once the scent of turnaround arrives. I'm inclined to hold LSI for the longer term as I think large returns can happen on the company. Will look at Cirrus. Maybe it will turn out like Macromedia, which went into the single digits and made a decent rebound with new management and better focus on it's flagship product, Director. John